The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
MUELLER WATER PRODUCTS INC COM 624758108 11,217 1,304,300 SH   SOLE   1,304,300 0 0
GASLOG LTD COM G37585109 7,465 899,408 SH   SOLE   899,408 0 0
TERRAFORM GLOBAL INC COM 88104M101 4,021 719,340 SH   SOLE   719,340 0 0
PROGRESSIVE WASTE SOLUTIONS LTD COM 74339G101 15,919 675,976 SH   SOLE   675,976 0 0
HANNON ARMSTRONG SUSTAINABLE INC REIT 41068X100 11,897 628,815 SH   SOLE   628,815 0 0
QUANTA SERVICES INC COM 74762E102 12,333 609,046 SH   SOLE   609,046 0 0
THE GREENBRIAR COS INC COM 393657101 13,148 403,076 SH   SOLE   403,076 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 15,034 368,400 SH   SOLE   368,400 0 0
JOHNSON CONTROLS INC COM 478366107 14,260 361,100 SH   SOLE   361,100 0 0
SUNPOWER CORP COM 867652406 9,776 325,769 SH   SOLE   325,769 0 0
INGERSOLL-RAND PLC COM G47791101 17,278 312,500 SH   SOLE   312,500 0 0
XYLEM INC COM 98419M100 10,959 300,246 SH   SOLE   300,246 0 0
WATTS WATER TECHNOLOGIES INC COM 942749102 12,813 257,967 SH   SOLE   257,967 0 0
MACQUARIE INFRASTRUCTURE CO LLC COM 55608B105 17,348 238,957 SH   SOLE   238,957 0 0
REPUBLIC SERVICES INC COM 760759100 10,118 230,000 SH   SOLE   230,000 0 0
WASTE CONNECTIONS INC COM 941053100 10,867 192,943 SH   SOLE   192,943 0 0
UNION PACIFIC CORP COM 907818108 14,138 180,793 SH   SOLE   180,793 0 0
AO SMITH CORP COM 831865209 13,714 179,012 SH   SOLE   179,012 0 0
IDEX CORP COM 45167R104 11,492 150,000 SH   SOLE   150,000 0 0
DANAHER CORP COM 235851102 13,752 148,064 SH   SOLE   148,064 0 0
ECOLAB INC COM 278865100 11,210 98,003 SH   SOLE   98,003 0 0
8POINT3 ENERGY PARTNERS LP COM 282539105 1,553 96,235 SH   SOLE   96,235 0 0
FERROGLOBE PLC COM G33856108 1,019 94,805 SH   SOLE   94,805 0 0
LENNOX INTERNATIONAL INC COM 526107107 10,866 87,000 SH   SOLE   87,000 0 0
ROPER INDUSTRIES INC COM 776696106 15,847 83,500 SH   SOLE   83,500 0 0
VIVINT SOLAR INC COM 92854Q106 732 76,522 SH   SOLE   76,522 0 0
ACUITY BRANDS INC COM 00508Y102 15,198 65,003 SH   SOLE   65,003 0 0
FIRST SOLAR INC COM 336433107 858 13,000 SH   SOLE   13,000 0 0